Tailored paraplanning & technology solutions for large IFA firms
Your business requires precision, efficiency, and scalability. Plus Group specialises in addressing the unique needs of large IFA firms, offering over a decade of proven solutions that seamlessly integrate with your processes and operations.
With Plus Group as your trusted partner, you can focus on delivering exceptional financial advice and a top-tier customer experience while we handle the rest.
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ABOUT PLUS GROUP
We’re here for you
Are struggling with tedious, time-consuming tasks like paraplanning, provider chasing, and client servicing, whilst still delivering a first-class customer service?
We’re here to help. Join the hundreds of Advisers who already trust Plus Group to provide elite support services and innovative technology solutions for their business.
Client reviews
Trusted by hundreds of Financial Advisers
“Our experiences of Plus Group have been totally positive.
The cases have been allocated swiftly and all the paraplanners we have experienced have been not only knowledgeable but also extremely helpful.
We are particularly pleased that we have been allocated the same paraplanner on a number of occasions allowing us to form a great working relationship with them.”
Peter Greenwood
Greenwood Wealth Solutions
“Plus Group were recommended to us by the management team at St. James’s Place.
We find the handover process between our office and Plus Group to be smooth and easy.
Plus Group are able to cope with both simple and complex cases, and we have built a good working relationship with the paraplanners used on a regular basis.”
Adam Sheehan
Anderson Gardner Financial Planning
Expert paraplanning and technology solutions for savvy Financial Advisers
At Plus Group, we have the technology, expertise, and experience to provide you with an out-of-this-world service – all tailored exclusively to you and your business needs.
SJP Paraplanning Support
Our highly qualified and experienced paraplanners are standing by to handle your long-term or short-term paraplanning needs. This frees up time and stress so your advisers can focus on what they do best—delighting clients with exceptional financial advice.
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Cashflow Modelling Support
With over ten years of experience, Cashflow John leads an enthusiastic team of experts dedicated to helping clients win business through sophisticated cashflow models. The team simplifies the process for your advisers, making it easy to demonstrate the extensive benefits potential clients can expect when working with you. As a result, their decision to do business with you becomes a no-brainer!
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Fluid Case Management System
A game-changer that offers a MAJOR boost in productivity, Fluid allows you to track every stage of your paraplanning cases in real-time, whenever, wherever.
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LOA Chasing
Say goodbye to administrative headaches and get ready to save a ton of time and resources each week by letting our highly experienced chasers gather all the plan information you need with extreme efficiency.
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Client Servicing
allocate your resources better by letting Plus Group handle those essential, tedious, time-consuming, must-do tasks. In doing so, your Advisers are free to enjoy more leisure time as well as time to better service existing clients, generate leads, and grow the their client base.
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About Plus Group
Your trusted trusted paraplanning & outsourcing specialist
Plus Group is your renowned, trusted, and reliable partner, on call to help revolutionise your operations and streamline your processes.
Cost-efficiency
With Plus Group, you only ever pay for what you use. We pride ourselves on providing you with all the resources you may need, yet only charging you if and when you use them. So you save money and gain efficiency.
Scalable infrastructure
With our robust infrastructure and highly skilled paraplanners and chasers, Plus Group has the framework to support your business’s rapid expansion without compromising on quality.
Complementary services
All our services are designed to complement and support your business’s needs. Our team of experts tackles the mundane with extreme efficiency, so you can focus on delivering a premium customer experience to your clients while also freeing up more time.
We take compliance seriously
As regulations evolve, so does Plus Group. Now, with the introduction of Consumer Duty, our services are geared to ensuring you have the time you need to deliver a first-class customer experience, while remaining compliant.
Not only do we meet compliance standards, but we exceed them. Rest assured, you can be confident your business is in great hands, ensuring it operates ethically and efficiently in this ever-evolving landscape.
How it works
Our clients mean the world to us. At Plus Group, we are 100% committed to supporting you and your business as best we can, while making the entire process as seamless and efficient as possible.
Schedule a call to learn how Plus Group can help support your business goals today.
Get in touch
Reach out and let us know how best we can support you and your business.
Prepare for launch
We'll arrange a meeting to discuss your needs, answer your questions, and confirm the project scope.
Fuel the jets
We'll cross all the T's and dot all the I's to ensure a long-lasting, compliant, and fruitful partnership from which you'll never look back.
Blast in to orbit
Experience the sensation of weightlessness as you enter into orbit, safe in the knowledge that the tasks once weighing you down are all taken care of.
Awards & nominations
Not ones to brag, but *ahem* we’re kind of a big deal! That’s because we always put YOUR needs first.
Meet your dream team
Our friendly team of experts cannot wait to support you and your business growth.
We’re not just here to assist; we’re here to be the support most only dream of. And we’re not opposed to sharing some laughs along the way!
Jonathan Maskell
Head of Chasing Team
Jonathan Maskell
Head of Chasing Team
ABOUT
I joined Plus Group as an Apprentice in 2014 and am now head of the Chasing Team. I undertake a variety of duties, including making sure daily tasks are allocated across the team, and stepping in when any of the team need any help, guidance, or if they just want a chat!
I live in Liverpool with my girlfriend Kerry and outside of work, I enjoy baking and watching sports. I also have an obsession with Food Network on Sky, and like to pick up tips on how to become a better home cook!
Hannah Edwards
Chaser
Hannah Edwards
Chaser
Joined in 2021
ABOUT
Before joining Plus in 2021, I worked at Mercedes Benz of Liverpool for over 4 years as a Sales Administrator. I then worked for Cloudview for four months as a Sales Administrator, but decided I wanted to learn something new and leave sales completely.
I live in Liverpool with my boyfriend. I love to get pampered. I love to go out for food and spend time with family and friends.
Jill Thompson
Chaser
Jill Thompson
Chaser
Joined in 2021
ABOUT
After leaving secretarial college I have had a varied career of customer service focused roles. Ranging from a showroom manager, HR and budget officer in the Home Office, administrator in a high secure hospital and then an office manager in a family run estate agents. I am very much a people person and enjoy working with clients both face to face and over the telephone.
I am married to Dave for nearly 30 years and have 2 grown up children, Mark and Emma, plus 2 step children Mark and Lee.
LIKES
- Padel (similar to tennis/squash) I enjoy playing as often as I can
- Countryside walks, nature and wildlife
- My 2 dogs Tia and Bobby
- Eating out (I’m very spoilt for choice where we live)
DISLIKES
- Not a big fan of strong smelling cheeses!
- I do not like spirits (apart from gin)
- Bullies, whether they are children or grown ups!
Sam Parker
Chaser
Sam Parker
Chaser
Joined in 2022
ABOUT
I am a highly motivated and experienced financial administrator with 15 years experience in financial services, previously supporting a St James’s Place Partner in Poole, Dorset.
I am a busy working Mum of three teenagers, with two dogs and am an animal loving vegetarian. I enjoy walks at the beach, meals out with friends, watching cookery programmes and cinema trips.
Why Plus Group
Expert outsourced support for IFA firms
Due to the ever-changing landscape of the financial services industry, firms and advisers are required to be more lean and dynamic in order to deliver a first-class experience to their clients.
By outsourcing, you free up valuable time and labour, save on costs, increase profit margins, and better allocate your resources to meet these demands, ensuring the longevity and health of your business.
Plus Group is the go-to expert providing you with the solutions you need for your business to thrive, saving you unnecessary stress and freeing up time for you to focus on what matters most – whether that’s enjoying more time off to spend with loved ones, focusing on growing your business, or both.
We get it.
The pressure for hands-on involvement at every step is intense, taking a toll on your time, resources, stress levels, and, most importantly, your ability to focus on what truly matters — your clients.
Enter Plus Group.
Your strategic partner to help you navigate these complexities with ease.
So slick.
Our services not only help streamline your operations and processes for a leaner organisation — we also help create the space you need to deliver an exceptional customer experience, without compromise.
By allowing us to focus on what we do best, you free up your time, energy, and resources to focus on what you do best.
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Ready to take the next step?
Don't miss out, get in touch today to find out more
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